Sugarloaf Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $80.7K | Hold |
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|
2024
Q3 | $81.6K | Hold |
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|
2024
Q2 | $78.2K | Hold |
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|
2024
Q1 | $81K | Hold |
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|
2023
Q4 | $70.3K | Hold |
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|
2023
Q3 | $64.1K | Hold |
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|
2023
Q2 | $66.6K | Hold |
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|
2023
Q1 | $63.5K | Hold |
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|
2022
Q4 | $60.6K | Hold |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $69K | Hold |
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|
2021
Q4 | $76K | Hold |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | $70 | Sell |
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|
2020
Q4 | $64K | Hold |
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|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $51K | Sell |
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|
2020
Q1 | $41K | Hold |
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|
2019
Q4 | $55K | Buy |
|